We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CASC
976
Coppell Advisory Solutions Corp
Texas
$260K +$43.2K +261 +19%
Stock Yards Bank & Trust
977
Stock Yards Bank & Trust
Kentucky
$260K – – –
SIC
978
Sterling Investment Counsel
New York
$257K +$8.94K +54 +3%
CAM
979
Crestone Asset Management
Colorado
$253K +$264K +1,596 New
BWM
980
Benchmark Wealth Management
Connecticut
$253K – – –
Parkside Financial Bank & Trust
981
Parkside Financial Bank & Trust
Missouri
$251K -$31K -187 -11%
HSBC Holdings
982
HSBC Holdings
United Kingdom
$251K – – –
FA
983
Fortis Advisors
Pennsylvania
$250K +$1.32K +8 +0.5%
SignatureFD
984
SignatureFD
Georgia
$248K -$24.5K -148 -9%
Evensky & Katz
985
Evensky & Katz
Florida
$246K -$3.97K -24 -2%
Avalon Investment & Advisory
986
Avalon Investment & Advisory
Texas
$245K +$256K +1,546 New
Williams Jones Wealth Management
987
Williams Jones Wealth Management
New York
$245K +$256K +1,546 New
Winthrop Advisory Group
988
Winthrop Advisory Group
Massachusetts
$245K +$4.14K +25 +2%
Advance Capital Management
989
Advance Capital Management
Michigan
$245K -$129K -779 -34%
SFC
990
Strategic Financial Concepts
Texas
$244K +$254K +1,537 New
HBW
991
Hazlett, Burt & Watson
West Virginia
$243K +$13.2K +80 +5%
CWP
992
Corepath Wealth Partners
Arizona
$240K – – –
Colonial Trust
993
Colonial Trust
South Carolina
$239K -$3.31K -20 -1%
SPWM
994
Schrum Private Wealth Management
Florida
$239K – – –
Summit Asset Management
995
Summit Asset Management
Tennessee
$238K – – –
WoodTrust Financial
996
WoodTrust Financial
Wisconsin
$238K +$14.2K +86 +6%
HRT Financial
997
HRT Financial
New York
$237K +$247K +1,493 New
TDC
998
Thompson Davis & Co
Virginia
$237K -$124K -749 -33%
RBFC
999
Roman Butler Fullerton & Co
Missouri
$237K -$9.27K -56 -4%
Proffitt & Goodson
1000
Proffitt & Goodson
Tennessee
$235K – – –